Recent content by Crowded Mind

Because it is misleading regardless of whether or not a completely different statistic happens to show a better or worse performance. Pointing that out, which should be obvious, doesn’t put the burden on me to correct it for you.

No, I am not the one using the misleading statistic nor do I understand why you would assume they would be the same…

I did not expect to see such a blatant misrepresentation from you who is usually so particular. What does Troy’s average error the day before a delivery announcement have to do with his estimates for 12+ months from now? You know his quarterly numbers can swing 10%+ within a single quarter… The...

Which is why I noted “full capacity” run rate. You’re welcome to share what you think it is. Pretty clear that October was operating at full capacity (close enough for the difference to be immaterial to this point).

Your first sentence demonstrates that COGS are tied to the vehicle until it is sold. That should tell you that higher production spreads a portion of the D&A out over more cars if production is higher, therefore yielding a higher gross margin on the cars that were delivered in Q3 than would’ve...

Shanghai produced 197k cars in Q3. Tesla's full capacity run rate from October would extrapolate to 260k for Q4. That puts Q3 at 76% utilization, not "less than 60%" as you keep repeating.

Yeah, c’mon guys. Tesla is not close to even starting Cybertruck production and already let this person configure a quad motor and gave them a delivery window? Plenty of people on social media at the front of the Cybertruck line that would be all over this by now on their own orders. Extremely...

Kirkhorn, incredibly, is actually only 37. Drew is 41.

Do you know what time they usually release?

For those commenting on Tesla not using FSD in The Boring Company tunnels, they are restricted from doing so. They can’t even use Autopilot. Clark County has required TBC to disable all driver assist technology - source below. Here’s TBC’s president arguing to allow the use of even basic...

I’m sure I speak for the vast majority when I say I hope you will reconsider. Your insights over the years have been extremely valuable. I’ve been a member since 2014, read almost every post in every iteration of these threads, and have never once thought “jbcarioca is being repetitive.”

No, it wasn't at 5 degrees... It clearly says 22 celsius, 71.5 Fahrenheit, which I noted in my post... As for the rest, dilute your message out in semantics all you want, your implication was clear that tests are only showing significant outperformance due to rigged testing by publications with...

This is FUD... Obviously the points you make are valid to consider but it's extremely clear to anyone that has actually spent some time looking at the real-world range of the Taycan that it significantly outperforms the EPA ratings. Spreading uninformed accusations like this is a disservice to...

This headline expresses way more certainty than the article which seems to only state this as justification: "Experts believe, though, that the plant could start operating as soon as December or early January at the latest." They do not cite any of these supposed experts.

This is more than a week old, not sure why Tesmanian is covering it today.